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Disney’s Lost Decade and Next Act

发布时间 2023-09-08 20:00:00    来源

摘要

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.  Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals.  (31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo. Stocks discussed: DIS, NFLX, ABNB, UBER  Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd

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